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WisdomTree LargeCap Value Fund shares owned by Systelligence

Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by Systelligence from 13F filings

Historical chart of Systelligence investment in WisdomTree LargeCap Value Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Value Fund held by Systelligence consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Systelligence

Quarter filed Position value Share count Share price at filing
2025-09-30 $17M 186k 91.01
2025-06-30 $20M 228k 86.40
2025-03-31 $14M 165k 82.17

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Spdr Series Trust Glb Dow Etf (DGT)
Vanguard Wellington Us Momentum (VFMO)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)
Fidelity Covington Trust High Divid Etf (FDVV)
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Dvlp (PIZ)
Wisdomtree Tr Us Largecap Fund (EPS)
Wisdomtree Tr Wisdomtree Us Va (WTV)
Vanguard Bd Index Fds Intermed Term (BIV)
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)
Ishares Tr Cmbs Etf (CMBS)
Vanguard World Mega Grwth Ind (MGK)

View all positions for Systelligence

Top funds holding WisdomTree LargeCap Value Fund

LPL Financial
Envestnet Asset Management
Raymond James Financial
Advisor Group Holdings
HighTower Advisors
Smith Anglin Financial
Morgan Stanley
Northwestern Mutual Wealth Management Company
Lido Advisors
Stifel Financial
Cambridge Investment Research Advisors
Onyx Bridge Wealth Group
Legacy Financial Advisors
Anderson Financial Strategies
Personal Resources Investment & Strategic Management

View all funds holding WisdomTree LargeCap Value Fund